See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,240 | $61,280-42.5% | $69,780-49.5% | $84,808-58.4% |
| Participation rate | 96.3% | 73.6%+22.7pp | 79.3%+17.0pp | 68.3%+28.0pp |
| Annual return | 17.58% | 12.93%+4.6pp | 26.31%-8.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,852 | $3,577+35.6% | $4,168+16.4% | $2,631+84.4% |
| Participant deferral / active EE | $4,162 | $3,756+10.8% | $6,164-32.5% | $4,212-1.2% |
| Admin fee / account holder | $971 | $6,026-83.9% | $7,285-86.7% | $7,344-86.8% |